2026 Q2 Portfolio Activity
In 2026 Q2, IFP Advisors, Inc maintained a portfolio of 5365 distinct positions. The most significant new addition was BLACKROCK ETF TRUST, now representing 0.15% of the total fund value. They heavily accumulated shares in PALO ALTO NETWORKS INC, increasing the position by 7.0%. The fund also reduced its exposure to ANGLOGOLD ASHANTI PLC by 36.5%.
Position History
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Total Positions
5365
Quarter
2026 Q2
Top Holding
AAPL (2.5%)
Top 10 Concentration
14.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 5365
IFP Advisors, Inc Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 2.53% | 2.55% |
#1
Prev: #1
|
3.5 |
—
|
-298 | -0.1% |
P
S
|
484,958 | $140,327,447 |
$87.33
+257.7%
|
2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.40% | 2.36% |
#2
Prev: #2
|
3.0 |
—
|
11,936 | 1.8% |
P
S
|
663,778 | $132,815,340 |
$126.72
+75.4%
|
2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | ||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.44% | 1.13% |
#3
5
Prev: #8
|
3.6 |
—
|
13,892 | 14.7% |
P
S
|
108,639 | $80,001,760 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.41% | 1.43% |
#4
1
Prev: #3
|
1.6 |
—
|
-2,630 | -0.8% |
P
S
|
328,243 | $78,233,437 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.22% | 1.34% |
#5
1
Prev: #4
|
1.5 |
—
|
5,662 | 3.2% |
P
S
|
180,462 | $67,315,935 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.20% | 1.31% |
#6
1
Prev: #5
|
1.0 |
—
|
-31,573 | -14.4% |
P
S
|
188,042 | $66,440,880 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VUG
VANGUARD INDEX ...
|
ETF | 1.16% | 1.19% |
#7
Prev: #7
|
3.5 |
—
|
611,199 | 463.8% |
P
S
|
742,981 | $64,000,383 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.09% | 0.99% |
#8
3
Prev: #11
|
0.9 |
—
|
2,486 | 1.5% |
P
S
|
168,260 | $60,131,076 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.04% | 1.20% |
#9
3
Prev: #6
|
0.9 |
—
|
-11,928 | -13.4% |
P
S
|
76,832 | $57,375,833 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 1.00% | 0.86% |
#10
2
Prev: #12
|
2.4 |
—
|
93,035 | 17.2% |
P
S
|
632,889 | $55,618,285 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.84% | 0.33% |
#11
50
Prev: #61
|
0.8 |
—
|
3,156 | 4.1% |
P
S
|
80,458 | $46,738,857 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.83% | 0.78% |
#12
2
Prev: #14
|
2.3 |
—
|
90,146 | 10.9% |
P
S
|
915,993 | $46,156,887 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.80% | 0.71% |
#13
4
Prev: #17
|
2.3 |
—
|
6,934 | 12.1% |
P
S
|
64,339 | $44,188,669 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IEF
ISHARES TR
|
ETF | 0.80% | 0.70% |
#14
4
Prev: #18
|
2.8 |
—
|
112,935 | 31.9% |
P
S
|
467,027 | $44,166,743 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.76% | 1.04% |
#15
6
Prev: #9
|
0.8 |
—
|
-11,717 | -2.1% |
P
S
|
555,136 | $41,918,319 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IVV
ISHARES TR
|
ETF | 0.73% | 0.73% |
#16
Prev: #16
|
0.8 |
—
|
56 | 0.1% |
P
S
|
54,261 | $40,635,520 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.72% | 0.36% |
#17
34
Prev: #51
|
2.3 |
—
|
7,577 | 7.0% |
P
S
|
116,369 | $39,684,156 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DGRW
WISDOMTREE TR
|
ETF | 0.70% | 0.74% |
#18
3
Prev: #15
|
0.8 |
—
|
247 | 0.1% |
P
S
|
406,971 | $38,914,567 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
TLT
ISHARES TR
|
ETF | 0.70% | 1.00% |
#19
9
Prev: #10
|
0.8 |
—
|
-109,400 | -19.7% |
P
S
|
446,710 | $38,604,678 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IGSB
ISHARES TR
|
ETF | 0.69% | 0.47% |
#20
18
Prev: #38
|
3.3 |
—
|
300,268 | 70.3% |
P
S
|
727,413 | $38,123,715 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IVW
ISHARES TR
|
ETF | 0.67% | 0.80% |
#21
8
Prev: #13
|
0.3 |
—
|
-73,175 | -21.3% |
P
S
|
269,980 | $37,130,349 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IVE
ISHARES TR
|
ETF | 0.61% | 0.67% |
#22
3
Prev: #19
|
0.7 |
—
|
-4,004 | -2.6% |
P
S
|
148,739 | $33,772,677 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
HDV
ISHARES TR
|
ETF | 0.60% | 0.35% |
#23
31
Prev: #54
|
3.2 |
—
|
1,093,020 | 867.0% |
P
S
|
1,219,092 | $33,415,312 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.60% | 0.63% |
#24
3
Prev: #21
|
0.7 |
—
|
-723 | -0.5% |
P
S
|
156,520 | $33,302,760 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.60% | 0.58% |
#25
2
Prev: #23
|
0.7 |
—
|
-2,957 | -3.3% |
P
S
|
87,886 | $33,198,936 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.59% | 0.48% |
#26
9
Prev: #35
|
3.2 |
—
|
242,342 | 731.7% |
P
S
|
275,462 | $32,923,218 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CGDV
CAPITAL GROUP D...
|
Unknown | 0.59% | 0.56% |
#27
1
Prev: #26
|
2.2 |
—
|
33,843 | 5.4% |
P
S
|
666,097 | $32,825,260 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.57% | 0.57% |
#28
4
Prev: #24
|
0.7 |
—
|
-13,741 | -1.4% |
P
S
|
937,753 | $31,733,562 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.52% | 0.50% |
#29
2
Prev: #31
|
0.7 |
—
|
257 | 0.0% |
P
S
|
775,129 | $28,579,006 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CGGR
CAPITAL GROUP G...
|
ETF | 0.51% | 0.48% |
#30
6
Prev: #36
|
2.2 |
—
|
33,559 | 5.9% |
P
S
|
604,049 | $28,511,113 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
UCON
FIRST TR EXCHNG...
|
ETF | 0.51% | 0.46% |
#31
8
Prev: #39
|
2.7 |
—
|
236,972 | 26.5% |
P
S
|
1,129,539 | $28,102,930 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.50% | 0.64% |
#32
12
Prev: #20
|
0.7 |
—
|
-1,256 | -4.1% |
P
S
|
29,628 | $27,716,105 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.50% | 0.52% |
#33
3
Prev: #30
|
0.7 |
—
|
4,646 | 2.7% |
P
S
|
174,068 | $27,507,966 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.50% | 0.53% |
#34
6
Prev: #28
|
0.7 |
—
|
1,703 | 3.2% |
P
S
|
54,780 | $27,411,364 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
OEF
ISHARES TR
|
ETF | 0.48% | 0.62% |
#35
13
Prev: #22
|
0.2 |
—
|
-21,248 | -22.6% |
P
S
|
72,781 | $26,628,384 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ITA
ISHARES TR
|
ETF | 0.48% | 0.49% |
#36
3
Prev: #33
|
0.7 |
—
|
2,375 | 2.2% |
P
S
|
109,759 | $26,607,777 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.47% | 0.47% |
#37
Prev: #37
|
0.7 |
—
|
5,199 | 5.0% |
P
S
|
109,943 | $26,014,713 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
FTSM
FIRST TR EXCHAN...
|
ETF | 0.45% | 0.54% |
#38
11
Prev: #27
|
0.7 |
—
|
-22,873 | -5.3% |
P
S
|
412,661 | $24,648,242 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.44% | 0.35% |
#39
18
Prev: #57
|
2.2 |
—
|
2,078 | 11.4% |
P
S
|
20,352 | $24,410,799 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.42% | 0.57% |
#40
15
Prev: #25
|
2.2 |
—
|
10,202 | 6.3% |
P
S
|
171,296 | $23,419,589 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.42% | 0.48% |
#41
7
Prev: #34
|
0.7 |
—
|
908 | 2.2% |
P
S
|
41,474 | $23,361,889 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.42% | 0.35% |
#42
13
Prev: #55
|
2.7 |
—
|
60,492 | 22.7% |
P
S
|
327,485 | $23,333,306 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.42% | 0.41% |
#43
1
Prev: #44
|
0.7 |
—
|
2,652 | 3.9% |
P
S
|
70,542 | $23,090,513 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.41% | 0.44% |
#44
3
Prev: #41
|
0.7 |
—
|
17,536 | 2.5% |
P
S
|
712,723 | $22,600,446 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IEFA
ISHARES TR
|
ETF | 0.41% | 0.42% |
#45
2
Prev: #43
|
2.2 |
—
|
12,684 | 5.7% |
P
S
|
233,923 | $22,592,283 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
TDIV
FIRST TR EXCHAN...
|
ETF | 0.40% | 0.37% |
#46
3
Prev: #49
|
0.7 |
—
|
4,851 | 2.6% |
P
S
|
194,679 | $22,364,724 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.40% | 0.38% |
#47
1
Prev: #48
|
2.2 |
—
|
43,581 | 6.1% |
P
S
|
756,568 | $22,265,796 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IEMG
ISHARES INC
|
ETF | 0.39% | 0.49% |
#48
16
Prev: #32
|
0.2 |
—
|
-82,578 | -24.2% |
P
S
|
258,623 | $21,424,329 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GSEW
GOLDMAN SACHS E...
|
ETF | 0.38% | 0.38% |
#49
3
Prev: #46
|
0.7 |
—
|
6,447 | 2.9% |
P
S
|
225,517 | $21,293,315 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.38% | 0.12% |
#50
141
Prev: #191
|
3.2 |
—
|
176,649 | 307.1% |
P
S
|
234,173 | $21,248,858 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 |
Showing 1-50 of 5365 holdings